TAM

Tucker Asset Management Portfolio holdings

AUM $332M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$6.93M
3
+$4.24M
4
CLX icon
Clorox
CLX
+$271K
5
AFG icon
American Financial Group
AFG
+$261K

Top Sells

1
+$34.4M
2
+$13.2M
3
+$7.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.28M

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21.2K 0.01%
333
202
$20.1K 0.01%
462
+1
203
$19.5K 0.01%
744
204
$19.4K 0.01%
247
205
$19K 0.01%
74
+22
206
$18.2K 0.01%
462
-17
207
$17.3K 0.01%
596
+151
208
$17.1K 0.01%
81
+13
209
$16.3K 0.01%
200
210
$15.9K 0.01%
172
-22
211
$15.6K 0.01%
+513
212
$15.6K 0.01%
77
-9
213
$15.5K 0.01%
657
214
$14.6K ﹤0.01%
240
215
$14.4K ﹤0.01%
142
216
$14.2K ﹤0.01%
572
217
$13.8K ﹤0.01%
245
218
$13.7K ﹤0.01%
102
219
$13.6K ﹤0.01%
440
220
$12.9K ﹤0.01%
76
+34
221
$12.6K ﹤0.01%
729
-164
222
$12.3K ﹤0.01%
+400
223
$12K ﹤0.01%
159
-224
224
$11.8K ﹤0.01%
196
+4
225
$11.8K ﹤0.01%
161
7 8
9
10 11